Making the Most of Your Benefits Begins with Education
Federal, state and public employees have access to a unique set of benefits— but they are often not provided with the in-depth guidance necessary to take advantage of them. At McCall Benefits, we understand the nuances and specifics of these program benefits and will help you integrate them into your retirement plan.
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What We Offer
Benefits
Education
We provide benefits education for everyone regardless of whether or not we continue in a long-term partnership. Together, we’ll review the entirety of your benefits. We will help you understand what you are entitled to, what may change come retirement, and how you can optimize your offerings.
Custom Retirement Planning
We’ll work closely with you to learn about your goals for retirement and create a plan that meets the needs of your family. Your plan will address and incorporate all aspects of your financial life, including your benefits, investments, Social Security, healthcare and insurance.
Benefits
Coordination
Oftentimes, state, federal and public employees have multiple benefits plans at their disposal. In addition to the various other components of your financial portrait, we provide specialized guidance to help you coordinate your benefits in a manner that makes sense for your goals.
Life Insurance
Strategies
Protection is a key underpinning of any financial strategy. We’ll learn about your insurance needs and provide protection solutions for you, your finances and your family. Our goal is to put the right measures into place to safeguard your wealth, your wellbeing and those you love.